Advisor Compensation

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Give Yourself Permission To Hire a Real Financial Advisor

Setting goals are important. It gives you something to work towards. But there is a huge misconception about goals that most people don’t figure out until it is too late. Achievement of your goal will not bring you happiness. Having a certain amount of money in the bank, getting a promotion, owning your dream home, retiring at age 50 – those may be your goals, but what happens once you get there? Then what?

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Standard of Care – Fiduciary or Suitability

Financial advisor, financial planner, financial consultant, wealth manager, etc. – there are many names used by investment professionals today. But what’s more important than the title that a professional gives him or herself is the standard of care the investment professional is held to a fiduciary standard or a suitability standard.

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Like Doctor, Like Advisor: Understanding Your Financial Advisor’s Compensation

As much as we would prefer a world where doctors could focus exclusively on addressing our health care questions strictly according to our highest interests, we know that reality is less rosy. Best intentions are often complicated by multiple parties, conflicting incentives and confusing costs. The more informed you are of any undisclosed motivations – who is compensating whom, and how – the better your choices can be when deciding to whom to turn for your family’s quality medical care.

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Good Advice

Good advice is timeless … and timely. Good financial advice never goes out of style; its principles are permanent. Good advice must remain relevant in an ever-changing world. Your financial adviser should be able to help you embrace promising new opportunities and insights while avoiding the false leads and frightening challenges that are as formidable as ever in today’s markets.

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